AR & Collections Analyst

Copeland Corporate de Mexico S. de R.L. de C.V.; Monterrey; Presencial; MXN 180.000 - 300.000; Jornada completa

Descripción de la vacante

Copeland Corporate de Mexico S. de R.L. de C.V. is seeking an AR & Collections Analyst to ensure timely payment processing, accurate ledger postings, and effective collection strategies across the organization.

Ideal candidates hold a finance-related degree, 0–3 years in AR/collections, strong Excel and Oracle familiarity, and fluent English and Spanish.

Formación

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
• 0-3 years of relevant experience in collections or accounts receivable.
• Strong analytical skills and ability to generate reports.

Responsabilidades

• Receive and deposit customer payments accurately and in a timely manner.
• Prepare AR reports on outstanding balances, cash flow, and collection performance, posting AR activity to the general ledger.
• Communicate and negotiate with customers regarding adjustments, deductions, and delinquent accounts.
• Collaborate with internal teams including finance and sales to align on collection strategies.
• Manage accounts in default, perform recovery workouts and implement strategies to recover amounts.
• Process adjustments and write-offs for uncollectible balances per company policies.

Conocimientos

Analytical skills

Accounts receivable

Communication

Educación

Bachelor's degree in Finance/Accounting/Business Administration

Herramientas

Microsoft Office

Oracle

Financial software

Descripción del empleo

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing combined with category-leading brands in compression, controls, software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead. We are a sustainable company engaged to the values of Excellence, Innovation, Collaboration, Respect and Responsibility. We seek professionals who share our vision of creating sustainable solutions that improve lives and protect the planet, today and for future generations. We are looking for your talent, join our team and start your journey today!

AR & Collections Analyst Accountabilities

Receive and deposit customer payments accurately and in a timely manner, ensuring all transactions are recorded correctly and cash remittances are applied to customer accounts. Prepare and maintain accounts receivable reports that provide insights into outstanding balances, cash flow, and collection performance, while posting AR activity to the general ledger to ensure compliance with accounting standards. Communicate and negotiate with customers regarding adjustments, deductions, and delinquent accounts to facilitate payment arrangements and resolve outstanding balances. Collaborate with internal teams, including finance and sales, to align on collection strategies and ensure accurate accounting practices. Manage accounts that are in default, performing recovery workouts and implementing strategies to recover outstanding amounts while minimizing losses. Contribute to the development and implementation policies for managing delinquent accounts to ensure effective collection practices and minimize financial risk. Process adjustments and write-offs for uncollectible balances in accordance with company policies and procedures.

Qualifications and Experience

Essential: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field. 0-3 years of relevant experience in collections or accounts receivable. Strong analytical skills with the ability to interpret financial data and generate reports. Excellent attention to detail and ability to work under tight deadlines.

Preferred

Master’s degree in a relevant field or Chartered Accountant designation.

Technical Skills and Knowledge

Essential: Proficiency with Microsoft Office Suite. Familiarity with financial software and Oracle. Solid understanding of accounts receivable processes and best practices.

Languages

Fluency in English and proficiency in Spanish, both spoken and written, is required.

Our Commitment to Our People

Across the globe, we are united by a singular Purpose: Sustainability is no small ambition. That’s why everything we do is geared toward a sustainable future—for our generation and all those to come. Through groundbreaking innovations, HVACR technology and cold chain solutions, we are reducing carbon emissions and improving energy efficiency in spaces of all sizes, from residential to commercial to industrial. Our employees are our greatest strength. We believe that our culture of passion, openness, and collaboration empowers us to work toward the same goal - to make the world a better place. We invest in the end-to-end development of our people, beginning at onboarding and through senior leadership, so they can thrive personally and professionally. Together, we have the opportunity – and the power – to continue to revolutionize the technology behind air conditioning, heating and refrigeration, and cultivate a better future.

Our Commitment to Inclusion & Belonging

At Copeland, we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds, and with diverse perspectives, are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, or disability. We are committed to providing a workplace free of any discrimination or harassment.